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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1676
MCF Advisors
Kentucky
$110K +$19.8K +190 +23%
AWM
1677
Atticus Wealth Management
Florida
$109K +$105K +1,006 New
TCWM
1678
Total Clarity Wealth Management
Illinois
$109K +$105K +1,008 New
NC
1679
NewSquare Capital
Pennsylvania
$108K -$17.4K -167 -14%
CT
1680
Caldwell Trust
Florida
$106K +$102K +982 New
FP
1681
Financial Perspectives
Minnesota
$106K +$102K +981 New
LWM
1682
Lenox Wealth Management
Ohio
$106K -$49K -470 -32%
HI
1683
Human Investing
Oregon
$105K – – –
PGAM
1684
Princeton Global Asset Management
New Jersey
$105K +$43.5K +417 +75%
LFG
1685
Larson Financial Group
Missouri
$102K +$7.61K +73 +8%
TCM
1686
Tradewinds Capital Management
Washington
$102K +$18.2K +175 +23%
PMFA
1687
Plante Moran Financial Advisors
Michigan
$100K +$20.1K +193 +26%
DSC
1688
Duncker Streett & Co
Missouri
$98K +$94.3K +905 New
RWM
1689
Raffa Wealth Management
District of Columbia
$95.8K – – –
PFO
1690
Pathstone Family Office
New Jersey
$93.4K +$17.6K +169 +24%
JFA
1691
JNBA Financial Advisors
Minnesota
$92K +$16.5K +158 +23%
NPP
1692
New Potomac Partners
Maryland
$89K – – –
RWG
1693
Regal Wealth Group
California
$89K – – –
SBL
1694
Sargent Bickham Lagudis
Colorado
$87K – – –
PP
1695
Pacifica Partners
Canada
$87K +$83.4K +800 New
PW
1696
Price Wealth
Texas
$84K +$80.6K +773 New
WPA
1697
West Paces Advisors
Georgia
$83.1K – – –
BWM
1698
Baystate Wealth Management
Massachusetts
$83K – – –
TFO
1699
Tarbox Family Office
California
$78K +$23.2K +223 +45%
SIC
1700
Samalin Investment Counsel
New York
$78K +$75.5K +724 New
66 67
68
69 70